Heritage Wealth Management (Arizona)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$50.5K	Buy	2,310 +1,155	+100%	+$25.3K	0.01%	499
2022 Q3	$23K	Sell	1,155 -1,623	-58%	-$36.2K	0.01%	510
2022 Q2	$58.1K	Sell	2,778 -9,870	-78%	-$228K	0.02%	392
2022 Q1	$320K	Buy	+12,648	New	+$317K	0.09%	179
2021 Q3	$502K	Sell	19,638 -12,879	-40%	-$336K	0.18%	89
2021 Q2	$848K	Buy	+32,517	New	+$840K	0.32%	64

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab US Mid-Cap ETF (SCHM) stake by 100% in Q4 2022, buying an estimated $25.3K and bringing the position to 2,310 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #499.

Heritage Wealth Management (Arizona) first reported a position in SCHM in Q2 2021 and has held it in 6 quarters since. The position peaked at $848K in Q2 2021. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,310 shares of Schwab US Mid-Cap ETF worth $50.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,155 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $25.3K.
Schwab US Mid-Cap ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #499 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Schwab US Mid-Cap ETF position peaked at $848K in Q2 2021.
777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.